Conversations with Jaguars – January 25 ($AMD, $AVLR, $WWE, $MTH)

Can you believe Citigroup lead semi analyst¬†Christopher Danley has a Sell rating on $AMD with $13 price target? Bull case for $AVLR based on partners commentary and channel checks ahead of earnings on Feb 10th. $WWE is likely going to pop again today and this has been a fabulous trade since Jay’s bullish note in W/E Research on Nov 22nd. Two times doubled and rolled calls already, now Peacock exclusive¬†content partnership is announced and Netflix remains a wild card. Lastly, reiterating the bull case for $MTH the 3rd time ahead of earnings given the strong fundamental backdrop and chart now breaking out.